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Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $12,927 | $149,778-91.4% | $118,946-89.1% | $158,966-91.9% |
| Participation rate | 80.0% | 82.1%-2.1pp | 75.4%+4.6pp | 82.0%-2.0pp |
| Annual return | 32.66% | 19.95%+12.7pp | 35.89%-3.2pp | 302.95%-270.3pp |
| Employer contribution / active EE | $1,504 | $4,117-63.5% | $3,263-53.9% | $4,762-68.4% |
| Participant deferral / active EE | $4,742 | $5,225-9.3% | $4,266+11.2% | $5,983-20.8% |
| Admin fee / account holder | $144 | $8,604-98.3% | $6,581-97.8% | $11,250-98.7% |